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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sterling Financial Planning, Inc.9,669$249K0.08%+2813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,635$248K0.07%013F-HRTimeline
Obermeyer Wealth Partners9,600$247K0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc9,585$246K0.22%+21013F-HRTimeline
Red Spruce Capital, LLC9,507$244K0.1%013F-HRTimeline
Occidental Asset Management, LLC9,480$244K0.03%new13F-HRTimeline
Riverwater Partners LLC9,461$243K0.1%013F-HRTimeline
Red Mountain Financial, LLC9,378$241K0.24%+92413F-HRTimeline
SIMON QUICK ADVISORS, LLC9,375$241K0.01%-39913F-HRTimeline
Wick Capital Partners, LLC9,354$240K0.06%-4,05713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,343$240K0.01%+1013F-HRTimelineGroup
Glaxis Capital Management, LLC9,342$240K0.4%+2713F-HRTimeline
Johnson Bixby & Associates, LLC9,326$240K0.03%013F-HRTimeline
Hubbell Strickland Wealth Management, L…9,320$240K0.1%+2713F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,275$238K0.26%+19513F-HRTimeline
BridgePort Financial Solutions, LLC9,225$237K0.06%013F-HRTimeline
Jackson Wealth Management, LLC9,182$236K0.02%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,151$235K0.04%13F-HRTimeline
Alpha Cubed Investments, LLC9,135$235K0.01%013F-HRTimeline
Vawter Financial, Ltd.9,123$235K0.11%new13F-HR/ATimeline
Round Rock Advisors LLC9,121$234K0.04%+1313F-HRTimeline
New England Private Wealth Advisors LLC9,032$232K0.03%+31513F-HRTimeline
Sterling Investment Advisors, Ltd.9,005$232K0.05%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,000$231K0.04%013F-HRTimeline
Robinswood Financial LLC8,967$231K0.08%-8113F-HRTimeline
Aspen Grove Capital, LLC8,941$230K0.04%+613F-HRTimeline
Connecticut Wealth Management, LLC8,928$230K0.01%013F-HRTimeline
Glassman Wealth Services8,910$229K0.03%-7,93613F-HRTimeline
Aurora Investment Managers, LLC.8,906$229K0.12%-413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,906$229K0.07%+15313F-HRTimeline
Falcon Wealth Planning8,902$229K0.02%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,840$227K0.01%013F-HRTimeline
White Pine Investment CO8,821$227K0.05%-16513F-HRTimeline
Randolph Co Inc8,813$227K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC8,774$226K0.07%013F-HRTimeline
KWMG, LLC8,772$226K0.02%new13F-HRTimeline
SJS Investment Consulting Inc.8,760$225K0.03%-25013F-HRTimeline
Accelerate Investment Advisors LLC8,738$225K0.15%+9213F-HRTimeline
Brand Asset Management Group, Inc.8,729$224K0.06%-24713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,695$224K<0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,674$223K<0.01%-11,92113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC8,692$223K0.01%-1,11213F-HRTimeline
Coordinated Financial Services, Inc.8,624$222K0.14%+1213F-HRTimeline
CWS Financial Advisors, LLC8,580$221K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC8,605$220K0.02%-209,01113F-HRTimeline
17 CAPITAL PARTNERS, LLC8,547$220K0.12%013F-HRTimeline
NerdWallet Wealth Partners, LLC8,546$220K0.11%13F-HRTimeline
Archvest Wealth Advisors, Inc.8,542$220K0.2%+2513F-HRTimeline
Westshore Wealth, LLC8,477$218K0.07%+2013F-HRTimeline
Northwest Financial Advisors8,332$214K0.28%new13F-HRTimeline
Sensible Money, LLC8,323$214K0.07%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC8,270$213K0.06%-4,57313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,250$212K0.04%013F-HRTimeline
MONEYWISE, INC.8,193$211K0.1%new13F-HRTimeline
Quantum Capital Management, LLC / NJ8,170$210K0.02%-11513F-HRTimeline
FIDUCIARY ADVISORS, INC.8,133$209K0.17%+2313F-HRTimeline
Balboa Wealth Partners8,128$209K0.04%new13F-HRTimeline
RMR Capital Management, LLC8,088$208K0.15%new13F-HRTimeline
Courage Miller Partners, LLC8,075$208K0.06%new13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,056$207K0.02%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,008$206K<0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,986$205K<0.01%new13F-HRTimelineGroup
Pacific Point Advisors, LLC7,972$205K0.12%new13F-HRTimeline
AMERIFLEX GROUP, INC.7,950$204K0.08%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,934$204K0.07%new13F-HRTimeline
Mission Hills Financial Advisory, LLC7,875$202K0.11%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,800$201K0.09%new13F-HRTimeline
Prasad Wealth Partners, LLC7,798$200K0.06%new13F-HRTimeline
Biltmore Family Office, LLC7,521$193K0.03%+77113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,491$193K0.02%-98813F-HRTimeline
BOKF, NAin group BOKF, NA7,368$189K<0.01%013F-HRTimelineGroup
Tidemark, LLC7,160$184K0.05%+213F-HRTimeline
Friedenthal Financial7,142$184K0.09%+10113F-HRTimeline
Princeton Global Asset Management LLC7,026$181K0.03%+2,38113F-HRTimeline
Pacific Center for Financial Services6,931$178K0.05%+4813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,402$165K0.05%+1,95813F-HRTimeline
Sage Mountain Advisors LLC6,207$160K0.01%+8013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,180$159K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,075$156K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$154K0.07%013F-HRTimeline
Providence Capital Advisors, LLC5,859$151K0.03%013F-HRTimeline
Richardson Capital Management LLC5,732$147K0.07%+21713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$146K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,248$135K0.02%013F-HRTimeline
CENTRAL TRUST Co4,990$128K<0.01%013F-HRTimeline
Bangor Savings Bank4,965$128K0.01%-5113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,843$125K-7,732Timeline
McIlrath & Eck, LLC4,482$115K0.01%013F-HRTimeline
WHITTIER TRUST CO4,191$108K<0.01%013F-HRTimeline
Investors Research Corp4,148$107K0.02%-1,16213F-HRTimeline
Quent Capital, LLC4,125$106K0.01%new13F-HRTimeline
Pacifica Partners Inc.3,996$103K0.04%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,858$99.2K<0.01%+1113F-HRTimeline
Creekmur Asset Management LLC3,755$96.5K0.02%-3713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,221$82.8K0.05%-3713F-HRTimeline
Cornerstone Planning Group LLC3,077$82.7K0.01%-14,40213F-HRTimeline
SIMA Wealth Partners, LLC3,145$80.9K0.06%+66613F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,137$80.7K0.02%+52413F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,114$80.1K0.02%new13F-HRTimeline
Roxbury Financial LLC3,003$77.2K0.07%+613F-HRTimeline
GODSEY & GIBB, INC2,895$74.4K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,891$74.3K<0.01%-57413F-HRTimeline
Frazier Financial Advisors, LLC2,756$70.9K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC2,747$70.6K0.01%+70013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$69.5K0.05%013F-HRTimeline
GW&K Investment Management, LLC2,681$69K<0.01%new13F-HRTimeline
Palisade Asset Management, LLC2,634$67.7K0.01%new13F-HRTimeline
HighMark Wealth Management LLC2,569$66K0.03%+713F-HRTimeline
HOERTKORN RICHARD CHARLES2,480$63.8K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC2,440$62.7K0.07%+713F-HRTimeline
JNBA Financial Advisors2,409$61.9K0.01%013F-HRTimeline
Bell Investment Advisors, Inc2,360$60.7K0.01%+20813F-HRTimeline
Golden State Wealth Management, LLC2,302$59.2K0.01%+1313F-HRTimeline
BFSG, LLC2,275$58.5K0.01%-1,39113F-HRTimeline
Wilmington Savings Fund Society, FSB2,160$55.5K<0.01%-7,59113F-HR/ATimeline
LGT Financial Advisors LLC2,016$51.8K0.11%new13F-HRTimeline
First Pacific Financial1,980$50.9K0.01%new13F-HRTimeline
HM PAYSON & CO1,881$48.4K<0.01%-3,94113F-HRTimeline
Aberdeen Wealth Management LLC1,777$45.7K0.03%+213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$45.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,670$42.9K<0.01%+47013F-HRTimeline
EASTERN BANK1,622$41.7K<0.01%-44313F-HRTimeline
American Capital Advisory, LLC1,621$41.7K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP1,580$40.6K0.04%+513F-HRTimeline
NWK Group, Inc.1,542$39.6K0.01%013F-HRTimeline
Hemington Wealth Management1,494$38K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$37.9K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,456$37.4K<0.01%+213F-HRTimeline
GAMMA Investing LLC1,446$37.2K<0.01%013F-HRTimeline
Curat Global, LLC1,437$37K0.03%+413F-HRTimeline
Capital Investment Advisory Services, L…1,432$36.8K<0.01%+213F-HRTimeline
Vermillion Wealth Management, Inc.1,407$36.2K0.01%+313F-HRTimeline
Marquette Asset Management, LLC1,400$36K0.01%-19313F-HRTimeline
BIRCHBROOK, INC.1,400$36K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC1,380$35.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,358$34.9K0.02%+413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,261$32.4K0.01%+413F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$32.4K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,161$29.9K0.01%013F-HRTimeline
Wiser Advisor Group LLC1,145$29.4K0.04%new13F-HRTimeline
Blume Capital Management, Inc.1,113$28.6K0.01%013F-HRTimeline
Promus Capital, LLC1,104$28.4K0.02%013F-HRTimeline
Financial Life Planners1,061$27.3K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,046$26.9K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,000$25.7K<0.01%-3,69913F-HRTimeline
Glass Jacobson Investment Advisors llc966$24.8K0.01%+1613F-HRTimeline
Private Wealth Asset Management, LLC876$22.5K<0.01%-32413F-HRTimeline
Steigerwald, Gordon & Koch Inc.782$20.1K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA780$20.1K0.01%+15313F-HRTimeline
Beaird Harris Wealth Management, LLC750$19.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc720$18.5K0.01%+213F-HRTimeline
Robbins Farley675$17.4K0.01%-1613F-HRTimeline
Guerra Advisors Inc675$17.4K0.01%new13F-HRTimeline
Key Financial Inc633$16.3K<0.01%013F-HRTimeline
Evolution Advisers, Inc.657$16K0.01%013F-HRTimeline
Manchester Capital Management LLC600$15.4K<0.01%013F-HRTimeline
Kilter Group LLC597$15.3K0.01%-5113F-HRTimeline
MOTCO592$15.2K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC570$14.7K0.01%013F-HRTimeline
CURIO WEALTH, LLC567$14.6K0.01%013F-HRTimeline
Addison Advisors LLC564$14.5K<0.01%-1,80013F-HRTimeline
Investment Research & Advisory Group, I…547$14.1K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC517$13.3K0.01%+1713F-HRTimeline
Avion Wealth508$13K<0.01%+213F-HRTimeline
Raleigh Capital Management Inc.500$12.9K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS486$12.5K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…443$11.4K<0.01%+213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$10.8K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC417$10.7K<0.01%new13F-HRTimeline
MTM Investment Management, LLC402$10.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.401$10.3K0.01%new13F-HR/ATimeline
PINNEY & SCOFIELD, INC.387$9.96K0.01%+113F-HRTimeline
Financial Freedom, LLC386$9.93K<0.01%+113F-HRTimeline
United Financial Planning Group LLC378$9.72K0.01%13F-HRTimeline
Painted Porch Advisors LLC372$9.56K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC342$8.79K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.354$8.04K<0.01%013F-HRTimeline
Tower View Wealth Management LLC311$8.01K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.239$6.13K<0.01%-30013F-HRTimeline
Gen-Wealth Partners Inc231$5.93K<0.01%+2713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN204$5.23K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.198$5.11K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates181$4.65K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$4.63K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC156$4.01K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.132$3.39K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…129$3.32K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…128$3.3K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26$3.25K<0.01%-10013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …121$3.11K<0.01%13F-HRTimelineGroup
Sunbelt Securities, Inc.108$2.78K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC84$2.17K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.84$2.16K<0.01%013F-HRTimeline
New Millennium Group LLC75$1.93K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC66$1.7K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.60$1.54K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$1.11K<0.01%013F-HRTimelineGroup
Rossmore Private Capital42$1.08K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…37$932<0.01%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC34$874<0.01%-92913F-HRTimeline